Sponsored
The Analysis of Poehling Capital Management, INC.'s Holdings & P&L
Currently, Poehling Capital Management, INC. holds 153 types of securities in its portfolio with a total value $475.0M. In the most recent quarter, they have increased their positions in CRM (+22.1K shares, valued at $4.1M), CNNE (+302.5K shares, valued at $3.4M), ADBE (+12.4K shares, valued at $3.0M); decreased their positions in WBD (-452.7K shares, valued at $12.4M), EL (-20.7K shares, valued at $1.5M), FBIZ (-26.7K shares, valued at $1.4M); initiated new positions in FDS (+7.9K shares, valued at $1.7M), KMB (+15.2K shares, valued at $1.5M), KD (+88.1K shares, valued at $1.2M).
1M P&L
+13.1M+3.54%
3M P&L
+8.3M+2.22%
HY P&L
+29.2M+8.22%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A55.2M
14.2%
2Insurance - Property & Casualty26.4M
6.8%
3Capital Markets26.2M
6.7%
Top Industries by Stock Count
1N/A20 stocks
14.4%
2Drug Manufacturers - General6 stocks
4.3%
3Asset Management6 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
ALIMENTATION COUCHE-TA F CLASS A ALIMENTATION COUCHE-TA F CLASS A181.6K shares0.37%2026-03-312026-04-21
Sponsored
BTI BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS119.6K shares-0.48%2026-03-312026-04-21
Sponsored
PARAMOUNT SKYDANCE CORP CLASS CLASS B PARAMOUNT SKYDANCE CORP CLASS CLASS B606.4K shares-5.21%2026-03-312026-04-21
PBR PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS240.9K shares0.79%2026-03-312026-04-21
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS38.6K shares3.09%2026-03-312026-04-21
Sponsored
NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS42.8K shares67.12%2026-03-312026-04-21
Sponsored
Sponsored
Sponsored
SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS156.1K shares6.02%2026-03-312026-04-21
Sponsored
Sponsored
Sponsored
ATLANTA BRAVES HLDGS INC CLASS SERIES C ATLANTA BRAVES HLDGS INC CLASS SERIES C23.3K sharesnew addition2026-03-312026-04-21
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
APOLLO GLOBAL MGMT INC N CLASS CLASS A APOLLO GLOBAL MGMT INC N CLASS CLASS A3.1K shares0.00%2026-03-312026-04-21
Sponsored
Sponsored
Sponsored
Sponsored
NAOV NANO DIMENSION LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS10.0K sharesnew addition2026-03-312026-04-21
FRFHF
2.19%FAIRFAX FINL HLDGS LTD F
Shares18.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY CLASS B
1.46%BERKSHIRE HATHAWAY CLASS B
Shares59.7K
Event2026-03-31
Filed2026-04-21
MKL
1.60%MARKEL GROUP INC
Shares13.4K
Event2026-03-31
Filed2026-04-21
ALPHABET INC CLASS CLASS C
-0.60%ALPHABET INC CLASS CLASS C
Shares64.3K
Event2026-03-31
Filed2026-04-21
SCHW
-0.07%CHARLES SCHWAB CORP
Shares176.3K
Event2026-03-31
Filed2026-04-21
FI
8.64%FISERV INC
Shares224.5K
Event2026-03-31
Filed2026-04-21
AAPL
2.84%APPLE INC
Shares47.0K
Event2026-03-31
Filed2026-04-21
PEP
8.22%PEPSICO INC
Shares76.1K
Event2026-03-31
Filed2026-04-21
WFC
-0.43%WELLS FARGO & CO
Shares137.8K
Event2026-03-31
Filed2026-04-21
CNNE
46.42%CANNAE HLDGS INC
Shares954.2K
Event2026-03-31
Filed2026-04-21
ALIMENTATION COUCHE-TA F CLASS A
0.37%ALIMENTATION COUCHE-TA F CLASS A
Shares181.6K
Event2026-03-31
Filed2026-04-21
VTRS
-0.39%VIATRIS INC
Shares674.6K
Event2026-03-31
Filed2026-04-21
HSY
-3.08%HERSHEY CO
Shares35.5K
Event2026-03-31
Filed2026-04-21
MA
-0.23%MASTERCARD INC CLASS CLASS A
Shares14.5K
Event2026-03-31
Filed2026-04-21
DEO
2.73%DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS
Shares97.1K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
-0.04%CITIGROUP INC
Shares62.4K
Event2026-03-31
Filed2026-04-21
AMZN
-0.13%AMAZON.COM INC
Shares33.8K
Event2026-03-31
Filed2026-04-21
BTI
-0.48%BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares119.6K
Event2026-03-31
Filed2026-04-21
V
-0.32%VISA INC CLASS CLASS A
Shares22.2K
Event2026-03-31
Filed2026-04-21
MSFT
1.87%MICROSOFT CORP
Shares17.6K
Event2026-03-31
Filed2026-04-21
OXY
-0.42%OCCIDENTAL PETE CORP
Shares98.8K
Event2026-03-31
Filed2026-04-21
IVZ
-0.15%INVESCO LTD F
Shares253.0K
Event2026-03-31
Filed2026-04-21
MPC
-0.46%MARATHON PETE CORP
Shares24.2K
Event2026-03-31
Filed2026-04-21
CRM
235.16%SALESFORCE INC
Shares31.5K
Event2026-03-31
Filed2026-04-21
MEDTRONIC PLC F
-0.37%MEDTRONIC PLC F
Shares63.7K
Event2026-03-31
Filed2026-04-21
PARAMOUNT SKYDANCE CORP CLASS CLASS B
-5.21%PARAMOUNT SKYDANCE CORP CLASS CLASS B
Shares606.4K
Event2026-03-31
Filed2026-04-21
JEF
-0.30%JEFFERIES FINL GROUP INC
Shares122.6K
Event2026-03-31
Filed2026-04-21
AMG
-0.07%AFFILIATED MANAGERS GROU
Shares18.2K
Event2026-03-31
Filed2026-04-21
PBR
0.79%PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS
Shares240.9K
Event2026-03-31
Filed2026-04-21
JXN
-1.47%JACKSON FINL INC CLASS A
Shares46.6K
Event2026-03-31
Filed2026-04-21
BABA
3.09%ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS
Shares38.6K
Event2026-03-31
Filed2026-04-21
AIG
111.85%AMERICAN INTL GROUP INC
Shares63.0K
Event2026-03-31
Filed2026-04-21
TGT
1.86%TARGET CORP EQUITY CLASS EQUITY
Shares39.1K
Event2026-03-31
Filed2026-04-21
MMM
-3.41%3M CO
Shares32.4K
Event2026-03-31
Filed2026-04-21
GS
-0.37%GOLDMAN SACHS GROUP INC
Shares5.4K
Event2026-03-31
Filed2026-04-21
STZ
0.57%CONSTELLATION BRANDS INC CLASS CLASS A
Shares30.5K
Event2026-03-31
Filed2026-04-21
DIS
-0.04%DISNEY WALT CO
Shares46.8K
Event2026-03-31
Filed2026-04-21
JAZZ
-0.22%JAZZ PHARMACEUTICALS P F
Shares22.6K
Event2026-03-31
Filed2026-04-21
NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS
67.12%NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares42.8K
Event2026-03-31
Filed2026-04-21
DINO
-0.17%HF SINCLAIR CORP
Shares66.2K
Event2026-03-31
Filed2026-04-21
META
8.00%META PLATFORMS INC CLASS CLASS A
Shares6.8K
Event2026-03-31
Filed2026-04-21
SLB
65.07%SLB LIMITED F
Shares74.9K
Event2026-03-31
Filed2026-04-21
SCHX
-6.59%SCHWAB U.S. LARGE-CAP ETF
Shares141.7K
Event2026-03-31
Filed2026-04-21
KDP
0.77%KEURIG DR PEPPER INC
Shares125.4K
Event2026-03-31
Filed2026-04-21
BMY
-0.46%BRISTOL MYERS SQUIBB CO
Shares53.7K
Event2026-03-31
Filed2026-04-21
ADBE
1564.65%ADOBE INC
Shares13.2K
Event2026-03-31
Filed2026-04-21
CNC
0.47%CENTENE CORP DEL
Shares97.1K
Event2026-03-31
Filed2026-04-21
KKR
0.00%KKR & CO INC
Shares31.6K
Event2026-03-31
Filed2026-04-21
NVDA
17.37%NVIDIA CORP
Shares16.7K
Event2026-03-31
Filed2026-04-21
BK
-0.90%BANK NEW YORK MELLON COR
Shares23.9K
Event2026-03-31
Filed2026-04-21
BAC
0.00%BANK OF AMERICA CORP
Shares56.4K
Event2026-03-31
Filed2026-04-21
TROW
54.05%PRICE T ROWE GROUP INC
Shares29.6K
Event2026-03-31
Filed2026-04-21
TFC
0.02%TRUIST FINL CORP
Shares57.6K
Event2026-03-31
Filed2026-04-21
CNH
-0.07%CNH INDL N V F
Shares229.9K
Event2026-03-31
Filed2026-04-21
UNH
0.97%UNITEDHEALTH GROUP INC
Shares9.2K
Event2026-03-31
Filed2026-04-21
EL
-38.32%LAUDER ESTEE COS INC CLASS CLASS A
Shares33.3K
Event2026-03-31
Filed2026-04-21
CTRA
0.30%COTERRA ENERGY INC
Shares65.9K
Event2026-03-31
Filed2026-04-21
SPHR
-24.49%SPHERE ENTERTAINMENT A CLASS CLASS A
Shares18.9K
Event2026-03-31
Filed2026-04-21
SJM
0.96%SMUCKER J M CO
Shares22.5K
Event2026-03-31
Filed2026-04-21
CARR
-0.45%CARRIER GLOBAL CORP
Shares38.3K
Event2026-03-31
Filed2026-04-21
SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS
6.02%SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares156.1K
Event2026-03-31
Filed2026-04-21
MO
-0.51%ALTRIA GROUP INC
Shares31.0K
Event2026-03-31
Filed2026-04-21
NFLX
0.00%NETFLIX INC
Shares19.8K
Event2026-03-31
Filed2026-04-21
GNRC
-4.72%GENERAC HLDGS INC
Shares9.6K
Event2026-03-31
Filed2026-04-21
FTI
-2.76%TECHNIPFMC PLC F
Shares25.1K
Event2026-03-31
Filed2026-04-21
FDS
NewFACTSET RESH SYS INC
Shares7.9K
Event2026-03-31
Filed2026-04-21
PSX
-0.83%PHILLIPS 66
Shares9.1K
Event2026-03-31
Filed2026-04-21
SHEL
-1.41%SHELL PLC F TENDER OFFER EXP:
Shares16.9K
Event2026-03-31
Filed2026-04-21
KMB
NewKIMBERLY CLARK CORP
Shares15.2K
Event2026-03-31
Filed2026-04-21
BDX
12.54%BECTON DICKINSON & CO
Shares9.3K
Event2026-03-31
Filed2026-04-21
JNJ
-0.03%JOHNSON & JOHNSON
Shares5.8K
Event2026-03-31
Filed2026-04-21
FBIZ
-51.05%FIRST BUSINESS FINL SVCS
Shares25.6K
Event2026-03-31
Filed2026-04-21
BP
-0.29%BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares28.2K
Event2026-03-31
Filed2026-04-21
OGN
1.29%ORGANON & CO
Shares219.3K
Event2026-03-31
Filed2026-04-21
BEN
-0.19%FRANKLIN RES INC
Shares54.9K
Event2026-03-31
Filed2026-04-21
EG
1.37%EVEREST REINSURANCE GR F
Shares3.9K
Event2026-03-31
Filed2026-04-21
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
Shares8.3K
Event2026-03-31
Filed2026-04-21
TAP
44.81%MOLSON COORS BEVERAG B CLASS CLASS B
Shares28.4K
Event2026-03-31
Filed2026-04-21
BKNG
24.35%BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES
Shares286
Event2026-03-31
Filed2026-04-21
JPM
-3.81%JPMORGAN CHASE & CO
Shares4.1K
Event2026-03-31
Filed2026-04-21
KD
NewKYNDRYL HLDGS INC
Shares88.1K
Event2026-03-31
Filed2026-04-21
PFE
-0.36%PFIZER INC
Shares37.5K
Event2026-03-31
Filed2026-04-21
ATLANTA BRAVES HLDGS INC CLASS SERIES C
NewATLANTA BRAVES HLDGS INC CLASS SERIES C
Shares23.3K
Event2026-03-31
Filed2026-04-21
ALPHABET INC CLASS CLASS A
32.72%ALPHABET INC CLASS CLASS A
Shares3.4K
Event2026-03-31
Filed2026-04-21
FAST
1.92%FASTENAL CO
Shares19.1K
Event2026-03-31
Filed2026-04-21
USB
-0.24%US BANCORP DEL
Shares16.9K
Event2026-03-31
Filed2026-04-21
WBD
-93.56%WARNER BROS DISCOVERY IN CLASS SERIES A
Shares31.1K
Event2026-03-31
Filed2026-04-21
COST
17.57%COSTCO WHSL CORP NEW
Shares850
Event2026-03-31
Filed2026-04-21
DE
0.00%DEERE & CO
Shares1.4K
Event2026-03-31
Filed2026-04-21
ACGL
2.34%ARCH CAPITAL GROUP LTD F
Shares8.1K
Event2026-03-31
Filed2026-04-21
WMT
0.00%WALMART INC
Shares5.9K
Event2026-03-31
Filed2026-04-21
LRCX
0.00%LAM RESH CORP
Shares3.3K
Event2026-03-31
Filed2026-04-21
AMD
26.25%ADVANCED MICRO DEVIC
Shares3.4K
Event2026-03-31
Filed2026-04-21
GEV
NewCORNING INC
Shares3.6K
Event2026-03-31
Filed2026-04-21
DXC
-0.05%DXC TECHNOLOGY CO
Shares52.9K
Event2026-03-31
Filed2026-04-21
XLE
96.23%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares10.8K
Event2026-03-31
Filed2026-04-21
ABBV
-1.16%ABBVIE INC
Shares2.8K
Event2026-03-31
Filed2026-04-21
MU
NewMICRON TECHNOLOGY INC
Shares1.8K
Event2026-03-31
Filed2026-04-21
VANGUARD S&P 500 ETF
-1.44%VANGUARD S&P 500 ETF
Shares955
Event2026-03-31
Filed2026-04-21
KLAC
NewKLA CORP
Shares527
Event2026-03-31
Filed2026-04-21
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares2.4K
Event2026-03-31
Filed2026-04-21
BHC
-0.48%BAUSCH HEALTH COS INC F
Shares85.6K
Event2026-03-31
Filed2026-04-21
RTX
0.00%RTX CORP
Shares2.4K
Event2026-03-31
Filed2026-04-21
MCD
0.07%MCDONALDS CORP
Shares1.5K
Event2026-03-31
Filed2026-04-21
KWEB
-0.44%KRANESHARES CSI CHINA INTERNET ETF
Shares15.8K
Event2026-03-31
Filed2026-04-21
CLX
-0.19%CLOROX CO
Shares4.3K
Event2026-03-31
Filed2026-04-21
SON
NewSONOCO PRODS CO
Shares8.1K
Event2026-03-31
Filed2026-04-21
IEO
0.00%ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
Shares3.5K
Event2026-03-31
Filed2026-04-21
IJR
0.00%ISHARES CORE S&P SMALL-CAP ETF
Shares3.4K
Event2026-03-31
Filed2026-04-21
CRAK
-1.13%VANECK OIL REFINERS ETF
Shares8.4K
Event2026-03-31
Filed2026-04-21
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares1.9K
Event2026-03-31
Filed2026-04-21
L
0.00%LOEWS CORP
Shares3.7K
Event2026-03-31
Filed2026-04-21
VTI
-73.86%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares1.2K
Event2026-03-31
Filed2026-04-21
AMAT
NewAPPLIED MATLS INC
Shares1.1K
Event2026-03-31
Filed2026-04-21
MTCH
-0.44%IAC INC
Shares9.6K
Event2026-03-31
Filed2026-04-21
CEG
6.45%CONSTELLATION ENERGY COR
Shares1.3K
Event2026-03-31
Filed2026-04-21
STUB
NewSTUBHUB HLDGS INC CLASS A
Shares59.7K
Event2026-03-31
Filed2026-04-21
CBRL
4.91%CRACKER BARREL OLD CTRY
Shares13.3K
Event2026-03-31
Filed2026-04-21
SPY
-1.10%STATE STREET SPDR S&P 500 ETF TRUST
Shares541
Event2026-03-31
Filed2026-04-21
IWR
-4.35%ISHARES RUSSELL MID-CAP ETF
Shares3.6K
Event2026-03-31
Filed2026-04-21
APOLLO GLOBAL MGMT INC N CLASS CLASS A
0.00%APOLLO GLOBAL MGMT INC N CLASS CLASS A
Shares3.1K
Event2026-03-31
Filed2026-04-21
XBI
-1.36%STATE STREET SPDR S&P BIOTECH ETF
Shares2.7K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
0.00%BROADCOM INC
Shares1.1K
Event2026-03-31
Filed2026-04-21
HD
0.00%HOME DEPOT INC
Shares1.0K
Event2026-03-31
Filed2026-04-21
CP
0.00%CANADIAN PACIFIC KAN F
Shares4.0K
Event2026-03-31
Filed2026-04-21
PLTR
-37.91%PALANTIR TECHNOLOGIES IN CLASS CLASS A
Shares2.1K
Event2026-03-31
Filed2026-04-21
FITB
0.00%FIFTH THIRD BANCORP
Shares6.3K
Event2026-03-31
Filed2026-04-21
BLACKSTONE INC
-1.30%BLACKSTONE INC
Shares2.5K
Event2026-03-31
Filed2026-04-21
WAT
NewWATERS CORP
Shares962
Event2026-03-31
Filed2026-04-21
EEM
NewISHARES MSCI EMERGING MARKETS ETF
Shares5.0K
Event2026-03-31
Filed2026-04-21
XOM
NewEXXON MOBIL CORP
Shares1.7K
Event2026-03-31
Filed2026-04-21
ILMN
0.00%ILLUMINA INC
Shares2.2K
Event2026-03-31
Filed2026-04-21
IWF
-60.66%ISHARES RUSSELL 1000 GROWTH ETF
Shares642
Event2026-03-31
Filed2026-04-21
JCI
-4.72%JOHNSON CONTROLS INT F
Shares2.0K
Event2026-03-31
Filed2026-04-21
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES
Shares3.4K
Event2026-03-31
Filed2026-04-21
CB
-0.25%CHUBB LTD F
Shares792
Event2026-03-31
Filed2026-04-21
PM
0.00%PHILIP MORRIS INTL INC
Shares1.6K
Event2026-03-31
Filed2026-04-21
BLK
0.00%BLACKROCK INC NEW
Shares259
Event2026-03-31
Filed2026-04-21
VPU
0.00%VANGUARD UTILITIES INDEX FUND ETF SHARES
Shares1.3K
Event2026-03-31
Filed2026-04-21
NEE
0.00%NEXTERA ENERGY INC
Shares2.6K
Event2026-03-31
Filed2026-04-21
MGEE
0.00%MGE ENERGY INC
Shares3.1K
Event2026-03-31
Filed2026-04-21
CSCO
-0.07%CISCO SYS INC
Shares3.1K
Event2026-03-31
Filed2026-04-21
MTUM
0.00%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares979
Event2026-03-31
Filed2026-04-21
DECK
NewDECKERS OUTDOOR CORP
Shares2.1K
Event2026-03-31
Filed2026-04-21
BIIB
NewBIOGEN INC
Shares1.1K
Event2026-03-31
Filed2026-04-21
NUE
NewNUCOR CORP
Shares1.2K
Event2026-03-31
Filed2026-04-21
T
NewAT&T INC
Shares6.9K
Event2026-03-31
Filed2026-04-21
CGNT
-0.29%COGNYTE SOFTWARE LTD F
Shares18.3K
Event2026-03-31
Filed2026-04-21
GERN
0.00%GERON CORP
Shares76.2K
Event2026-03-31
Filed2026-04-21
PDYN
NewPALLADYNE AI CORP
Shares16.3K
Event2026-03-31
Filed2026-04-21
RPD
-6.49%RAPID7 INC
Shares13.0K
Event2026-03-31
Filed2026-04-21
SSP
0.00%SCRIPPS E W CO OHIO CLASS CLASS A
Shares17.7K
Event2026-03-31
Filed2026-04-21
NAOV
NewNANO DIMENSION LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares10.0K
Event2026-03-31
Filed2026-04-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available